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Clearwater Analytics Holdings, Inc. (CWAN) Institutional Holdings & 13F Ownership
Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS). Review CWAN institutional holders, 13F ownership, and position changes on Finoriq.
Company Snapshot
Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services in the United States and internationally. It offers portfolio management, order and execution management systems (OEMS), investment accounting, reconciliation, regulatory reporting, performance measurement, compliance monitoring, and risk analytics. The company offers a single instance, multi-tenant technology platform that automates data aggregation, reconciliation, validation, and trade management. It serves insurers, asset managers, hedge funds, banks, corporations, and government entities. The company was founded in 2004 and is headquartered in Boise, Idaho.
- Company
- Clearwater Analytics Holdings, Inc. (CWAN)
- Ticker
- CWAN
- Market Cap
- $7.3B
- Latest Price
- $24.56
- Industry
- Software
Clearwater Analytics Holdings, Inc. (CWAN) Top Institutional Holders
Top current 13F holders indexed for Clearwater Analytics Holdings, Inc. (CWAN). Latest period 2026-03-31.
| Rank | Investor | Value | Portfolio | Filing |
|---|---|---|---|---|
| 1 | Jeffrey SmithCIK 0001517137 | $129.1M | 2.8% | Filing2026-05-15 |
| 2 | George SorosCIK 0001029160 | $69.6M | 0.76% | Filing2026-05-15 |
| 3 | Joel GreenblattCIK 0001510387 | $3.9M | 0.01% | Filing2026-05-15 |
| 4 | Ron BaronCIK 0001017918 | $3.7M | 0.01% | Filing2026-05-15 |
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